Copilot

Copilot is an all-in-one, customizable client portal software built for modern service businesses, including accounting firms, marketing agencies, consultants, and freelancers. It aims to consolidate the tech stack, streamline operations, and deliver a premium, branded experience to clients. The platform centralizes all client interactions, from secure messaging and file sharing to invoicing and contract signing, into a single, easy-to-use portal that can be fully white-labeled with a company's own branding and custom domain.

How to use Copilot

Getting started with Copilot is a straightforward process designed to get businesses operational quickly:

1. Sign Up & Customize: Start with a 14-day free trial. Customize your portal's appearance by adding your company logo, setting brand colors, and choosing fonts to create a seamless brand experience.
2. Configure Apps: Set up Copilot's native apps for Messaging, Billing, Files, Forms, and Contracts. Then, extend functionality by connecting your existing tools. The App Store allows you to embed applications like Airtable for project management, Calendly for scheduling, or Looker Studio for data dashboards directly into the portal.
3. Set Up Billing: Connect your Stripe account to manage invoicing and subscriptions. You can create one-time invoices or recurring payment plans, making it easy for clients to pay you directly through the portal.
4. Invite Clients: Invite clients individually or import them in bulk using a CSV file. Clients receive an invitation to create a password and access their personalized portal.
5. Automate Workflows: Use the built-in automation builder or integrate with Zapier and Make to automate repetitive tasks. For example, you can automatically send a welcome message, assign an onboarding form to new clients, or trigger actions in other apps when an invoice is paid.
6. Integrate with Your Website: Use a custom domain (e.g., portal.yourcompany.com) to host your portal. Add a 'Login' button to your main website that directs clients to the portal, creating a fully integrated experience.

Core Features of Copilot

• Branded Client Portal: A fully white-labeled hub for clients that works seamlessly on desktop and mobile.
• Secure Messaging: A centralized and secure inbox for all client communication, keeping conversations organized and out of personal inboxes.
• Billing & Invoicing: Create professional invoices, manage subscriptions, and accept payments via credit card or ACH through Stripe integration.
• Contracts & eSignatures: Streamline your proposal and contract process with built-in eSignature capabilities.
• File Sharing & Organization: Securely share, receive, and organize client documents with folder structures and easy access controls.
• Customizable Forms: Build intake forms, questionnaires, and feedback surveys to streamline data collection from clients.
• Task Management: Assign and track tasks for both your team and your clients to ensure projects stay on schedule.
• App Store & Embeds: Integrate with thousands of tools you already use, such as Google Suite, Airtable, Calendly, Typeform, and various BI dashboards.
• Powerful Automations: Create no-code automations to save time on administrative tasks and build magical client experiences. Connect with Zapier and Make for endless possibilities.
• Developer Platform & API: Extend the platform's capabilities by building custom apps or integrating with your own systems via a robust API.
• Enterprise-Grade Security: Features SOC 2 and HIPAA compliance to ensure data is always protected.

Use Cases for Copilot

Copilot is versatile and serves a wide range of service businesses:

• Accounting & Bookkeeping Firms: Use it for secure document exchange, client communication, invoicing, and overall practice management.
• Marketing Agencies: Share interactive dashboards, manage content calendars, streamline client onboarding, and centralize project communication.
• Consulting Firms: Elevate their brand with a professional portal, manage contracts, and provide a central place for all client interactions.
• Law Firms: Enhance security for sensitive information, streamline client intake, and manage case files and communication efficiently.
• Startups: Quickly launch a professional client-facing experience without building a custom solution from scratch.
• Freelancers: Manage their entire business—from proposals and contracts to communication and payments—in one consolidated platform.

Advantages of Copilot

Copilot offers significant advantages by helping businesses consolidate their tools, which saves money and reduces complexity. It dramatically enhances the client experience by providing a modern, organized, and easy-to-use central hub. By automating routine workflows, it boosts internal efficiency and reduces the risk of human error. The platform's full white-labeling and custom domain capabilities ensure a consistent and professional brand identity, while its flexible, API-first architecture allows it to scale with a business's needs.

Pricing and Plans

Copilot offers a 14-day free trial and several paid plans:

• Starter: Starting at $39/month. Designed for individuals, it includes 1 internal user and up to 50 clients.
• Professional: Starting at $149/month. The most popular plan, it includes 3 internal users, 500 clients, custom domains, and API/Zapier/Make access.
• Advanced: Starting at $399/month. For scaling businesses, this plan offers 5 internal users, unlimited clients, removal of 'Powered by Copilot' branding, and HIPAA compliance.
• Enterprise: Custom pricing. Tailored for larger organizations with complex needs, offering unlimited users, a sandbox environment, and a dedicated success manager.